CRM for Consultants
The CRM for Consultants and the Firms They Build
Project-based pipelines. Client lifecycle from prospect through renewal. Time-tracking integration. Flat-rate pricing whether you are a solo operator or a 15-person boutique firm.
The challenge
Why most CRMs fail consultants
Consulting work does not fit the standard CRM shape. The classic CRM was built for product sales: capture lead, qualify, demo, close, hand to customer success. Consulting flips most of that. Discovery conversations are the deliverable. Proposals are deeply customized. Engagements are project-shaped, not subscription-shaped. The "close" is the start of the actual work, not the end of the sales cycle. Repeat engagements with the same clients matter more than top-of-funnel volume. CRMs priced per-seat compound the problem for consulting firms. The principal needs full access. The associates need full access. The project manager needs visibility. The bookkeeper needs to see invoicing state. Per-seat pricing turns that shared visibility into a recurring budget conversation. Conduyt fits consulting work because the model — flat-rate, multi-pipeline, project-friendly, with native messaging and AI — maps to how consulting firms actually run.
Why Conduyt
Why consultants choose Conduyt
Four reasons teams like yours make the switch.
Project-based pipelines
Each major engagement gets its own pipeline (or its own deal in an "Active Engagements" pipeline) with stages that map to the engagement's actual phases: kickoff, discovery, deliverable-1, deliverable-2, wrap, follow-up. Custom fields capture engagement-specific data (scope, hours budgeted, hours spent, retainer state, last touch with the client lead).
Separate sales and delivery pipelines
Run a "New Business" pipeline for prospects, a "Proposals" pipeline for active proposals out for signature, and a separate "Active Engagements" pipeline for signed work. Deals can migrate between pipelines as they progress. Forecasting separates "likely to win" from "in delivery."
Renewal and expansion tracking
Consulting firms live on repeat business. A separate "Renewals" pipeline tracks engagements with end-dates approaching. Automated reminders fire 90/60/30 days before a retainer or project end-date, giving the principal time to surface the next-phase conversation.
Flat-rate pricing for the whole firm
$299/mo Starter or $499/mo Professional. The principal, the associates, the PM, the bookkeeper — all on the same plan, no seat tax. Adding a contractor for a 3-month engagement does not change the bill. Native email, SMS, and built-in dialer included.
Use cases
Common use cases for consultants
How teams like yours actually use Conduyt day-to-day.
- Proposal-to-engagement automation: deal moves to "Won" → engagement deal created, PM assigned, kickoff meeting booked, welcome email triggered
- Time-tracking integration via Toggl, Harvest, or Clockify webhook → hours-spent vs hours-budgeted ratio surfaces in the deal view
- Renewal pipeline with 90/60/30-day automated reminders before retainer or project end-dates
- Post-engagement follow-up: 30-day-after-end sequence for testimonial request, case study, and referral conversation
- AI-assisted call prep: connect Claude or ChatGPT via MCP, aggregate 90 days of activity, draft a call-prep brief automatically
Recommended plan
Which plan fits consultants?
Our recommendation based on how consultants typically use Conduyt.
Starter
$299/mo
Solo consultants and small firms (1-3 people) start on Starter at $299/mo. Firms of 4-15 people typically move to Professional at $499/mo for advanced automation primitives (time-aware delays, conditional routing). Both plans include unlimited users, contacts, and pipelines. 20-day free trial, no credit card.
- Unlimited users, contacts, and pipelines
- Email + SMS campaigns
- Standard automations
- Webhook integrations
- Custom fields
- Standard support
- No per-seat pricing
“I tried Pipedrive, Close, and HubSpot. They're all built for sales teams, not consultants. Conduyt lets me track engagements and referral sources the way my business actually works — at a flat $299/month, no per-seat tax.”
The math
How Conduyt compares
Real numbers, real savings.
HubSpot is overkill for solo consultants and small firms but credible for consulting firms above ~20 people; the per-seat math is the friction point. Pipedrive fits sales-focused consulting where most CRM action is in the proposal pipeline; limits show when engagement-tracking and time-integration matter. Dubsado and HoneyBook are popular with creative-services consultants, stronger on proposal-to-invoice but lighter on broader CRM and AI. Bonsai is the freelancer favorite for invoicing-plus-light-CRM but firms with multiple consultants outgrow it. The pattern: solo consultants and small firms (1-20 people) pick Conduyt when they have outgrown spreadsheets or freelancer-shaped tools and want a CRM that handles both the sales motion and the engagement-tracking side without per-seat bloat.
Frequently asked questions
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